AE Wealth Management’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Sell
3,064
-127
-4% -$34.2K 0.01% 775
2025
Q1
$809K Sell
3,191
-4,766
-60% -$1.21M 0.01% 771
2024
Q4
$1.86M Buy
7,957
+1,506
+23% +$353K 0.02% 546
2024
Q3
$1.65M Buy
6,451
+1,370
+27% +$350K 0.01% 589
2024
Q2
$1.21M Buy
5,081
+1,935
+62% +$461K 0.01% 657
2024
Q1
$726K Sell
3,146
-3,159
-50% -$729K 0.01% 729
2023
Q4
$1.25M Buy
6,305
+462
+8% +$91.7K 0.01% 1072
2023
Q3
$990K Buy
5,843
+906
+18% +$153K 0.01% 1103
2023
Q2
$922K Sell
4,937
-503
-9% -$93.9K 0.01% 1117
2023
Q1
$901K Buy
5,440
+432
+9% +$71.5K 0.01% 1087
2022
Q4
$729K Buy
5,008
+772
+18% +$112K 0.01% 1120
2022
Q3
$612K Buy
4,236
+226
+6% +$32.7K ﹤0.01% 1139
2022
Q2
$617K Sell
4,010
-1,455
-27% -$224K ﹤0.01% 1088
2022
Q1
$965K Buy
5,465
+342
+7% +$60.4K 0.01% 927
2021
Q4
$1.2M Buy
5,123
+366
+8% +$85.9K 0.01% 864
2021
Q3
$992K Buy
4,757
+206
+5% +$43K 0.01% 869
2021
Q2
$937K Buy
4,551
+453
+11% +$93.3K 0.01% 870
2021
Q1
$877K Sell
4,098
-507
-11% -$109K 0.01% 818
2020
Q4
$996K Sell
4,605
-2,854
-38% -$617K 0.01% 711
2020
Q3
$1.49M Buy
7,459
+3,719
+99% +$743K 0.02% 514
2020
Q2
$744K Sell
3,740
-249
-6% -$49.5K 0.01% 716
2020
Q1
$622K Sell
3,989
-1,567
-28% -$244K 0.01% 612
2019
Q4
$1.07M Buy
5,556
+2,617
+89% +$505K 0.02% 518
2019
Q3
$582K Buy
2,939
+1,210
+70% +$240K 0.02% 577
2019
Q2
$341K Buy
+1,729
New +$341K 0.01% 707